Leave your feedback Share Copy URL https://mypepack.gophersport.com/video/?vid=nTRe9LEnLdS Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Gundlach: Talk Is Cheap | Yield Curve Playbook [nSHF9w1qAR1] Health Updated on August 09, 2026 EDT — Published on August 09, 2026 EDT Jeffrey Gundlach on CNBC lays out his exact playbook: stay away from the long end of the curve, park in the 2-year to 7-year range, stay high in quality (BBB and above), and absolutely no leverage. He warns that the system is dangerously overleveraged through private credit, insurance company tie-ins, and private equity — and the problems are becoming visible in real time, with DOJ investigations and funds marking down 23% in the first half of 2026. His view: Warsh will have to raise rates next meeting to restore credibility, the yield curve is going to steepen, and lower-tier credit is heading for stress. DR6X0eiw0Ve tZ1YW35VDVO 279PsGmLeFM bElPiIrGMjx 6TnhjvbCizU kf55thyZYNg E6dabfaIJ6S D0rNiWhHXTN
Jeffrey Gundlach on CNBC lays out his exact playbook: stay away from the long end of the curve, park in the 2-year to 7-year range, stay high in quality (BBB and above), and absolutely no leverage. He warns that the system is dangerously overleveraged through private credit, insurance company tie-ins, and private equity — and the problems are becoming visible in real time, with DOJ investigations and funds marking down 23% in the first half of 2026. His view: Warsh will have to raise rates next meeting to restore credibility, the yield curve is going to steepen, and lower-tier credit is heading for stress. DR6X0eiw0Ve tZ1YW35VDVO 279PsGmLeFM bElPiIrGMjx 6TnhjvbCizU kf55thyZYNg E6dabfaIJ6S D0rNiWhHXTN